Carson Wealth (CWM LLC)’s iShares MSCI China A ETF CNYA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CNYA Stock Details CNYA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-548	Closed	-$16K	–	5300
2025 Q2	$16K	Hold	548	–	–	﹤0.01%	4032
2025 Q1	$15K	Hold	548	–	–	﹤0.01%	3864
2024 Q4	$15K	Hold	548	–	–	﹤0.01%	3620
2024 Q3	$17K	Hold	548	–	–	﹤0.01%	3449
2024 Q2	$14K	Hold	548	–	–	﹤0.01%	3332
2024 Q1	$14K	Sell	548 -1,980	-78%	-$50K	﹤0.01%	3127
2023 Q4	$65K	Sell	2,528 -409	-14%	-$11K	﹤0.01%	2016
2023 Q3	$83K	Sell	2,937 -600	-17%	-$17.5K	﹤0.01%	1743
2023 Q2	$103K	Sell	3,537 -2,250	-39%	-$70K	﹤0.01%	1552
2023 Q1	$189K	Buy	5,787 +2,659	+85%	+$88.3K	﹤0.01%	1214
2022 Q4	$98K	Hold	3,128	–	–	﹤0.01%	1386
2022 Q3	$96K	Hold	3,128	–	–	﹤0.01%	1346
2022 Q2	$119K	Hold	3,128	–	–	﹤0.01%	1242
2022 Q1	$115K	Hold	3,128	–	–	﹤0.01%	1270
2021 Q4	$136K	Buy	+3,128	New	+$136K	﹤0.01%	1181
2021 Q2	$227K	Hold	5,128	–	–	﹤0.01%	861
2021 Q1	$227K	Hold	5,128	–	–	﹤0.01%	861
2020 Q4	$227K	Hold	5,128	–	–	﹤0.01%	861
2020 Q3	$227K	Hold	5,128	–	–	﹤0.01%	861
2020 Q2	$227K	Hold	5,128	–	–	﹤0.01%	861
2020 Q1	$227K	Hold	5,128	–	–	﹤0.01%	861
2019 Q4	$227K	Hold	5,128	–	–	﹤0.01%	861
2019 Q3	$227K	Hold	5,128	–	–	﹤0.01%	861
2019 Q2	$227K	Hold	5,128	–	–	﹤0.01%	861
2019 Q1	$227K	Buy	+5,128	New	+$135K	﹤0.01%	861

Other funds holding CNYA

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $11.7B AUM 32.64% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CNYA Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of iShares MSCI China A ETF (CNYA) in Q3 2025, closing a stake of 548 shares — an estimated $16K sold.

Carson Wealth (CWM LLC) first reported a position in CNYA in Q1 2019 and held it in 25 quarters. The position peaked at $227K in Q2 2021. 41 funds tracked by Wall St. Rank hold CNYA as of Q3 2025.

Carson Wealth (CWM LLC) reported no remaining iShares MSCI China A ETF position as of Q3 2025 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 548 iShares MSCI China A ETF shares in Q3 2025, an estimated $16K.
Carson Wealth (CWM LLC) first reported a position in iShares MSCI China A ETF in Q1 2019 and held it in 25 quarters.
Carson Wealth (CWM LLC)'s iShares MSCI China A ETF position peaked at $227K in Q2 2021.
41 funds tracked by Wall St. Rank held iShares MSCI China A ETF as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.